Privatkunden-Berater (m/w/d)
Core
Personal and holistic financial advisory for private customers, developing individual solutions and ensuring customer satisfaction.
Role type
Private banking advisor (IC)
Builds
Individual financial solutions for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial planning, sales, relationship building, cross-selling, regulatory compliance
Preferred skills
Digital service adoption, partnership management
Technologies
Banking software, partner platforms
Responsibilities
Manage own customer portfolio, serve as first point of contact for financial inquiries, implement holistic cooperative advisory approach, advise on payments, financing, insurance, asset building, and retirement planning, collaborate with partner institutions